Williams & Novak’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Williams & Novak’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$652K	Sell	8,565 -1,000	-10%	-$74.4K	0.43%	62
2026 Q1	$664K	Hold	9,565	–	–	0.5%	56
2025 Q4	$642K	Hold	9,565	–	–	0.48%	54
2025 Q3	$622K	Hold	9,565	–	–	0.48%	55
2025 Q2	$583K	Sell	9,565 -20	-0.2%	-$1.16K	0.5%	57
2025 Q1	$533K	Sell	9,585 -129	-1%	-$7.08K	0.52%	52
2024 Q4	$507K	Sell	9,714 -190	-2%	-$10.4K	0.49%	56
2024 Q3	$567K	Sell	9,904 -384	-4%	-$20.9K	0.53%	51
2024 Q2	$547K	Sell	10,288 -72	-0.7%	-$3.84K	0.51%	50
2024 Q1	$529K	Hold	10,360	–	–	0.6%	45
2023 Q4	$529K	Buy	+10,360	New	+$499K	0.6%	45

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Williams & Novak's ACWX Position: Q2 2026 in Review

Williams & Novak reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 10% in Q2 2026, selling an estimated $74.4K and leaving 8,565 shares worth $652K. The position accounts for 0.43% of the portfolio, ranked #62.

Williams & Novak first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $664K in Q1 2026. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Williams & Novak held 8,565 shares of iShares MSCI ACWI ex US ETF worth $652K as of Q2 2026.
Williams & Novak sold 1,000 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $74.4K.
iShares MSCI ACWI ex US ETF made up 0.43% of Williams & Novak's portfolio in Q2 2026, its #62 holding.
Williams & Novak first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's iShares MSCI ACWI ex US ETF position peaked at $664K in Q1 2026.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.